See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,258 | $167,307+34.6% | $143,757+56.7% | $134,475+67.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -25.05% | 0.46%-25.5pp | -0.04%-25.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $785 | $5,619-86.0% | $4,951-84.1% | $4,740-83.4% |
| Participant deferral / active EE | $8,082 | $6,446+25.4% | $5,637+43.4% | $6,400+26.3% |
| Admin fee / account holder | $614 | $18,088-96.6% | $14,673-95.8% | $11,426-94.6% |